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Hedge Invest Principia EUR R

Ranked 57 out of 183 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Marc Chapman

Objective

The fund will invest primarily in equity securities or similar instruments related to European companies. To achieve this objective, the Fund will assume both long positions (trying to profit from the rise in the price of a title) and short (trying to profit from the drop-down price of a security). The fund may use derivatives for a more efficient management of the portfolio and in order to manage the risk. The fund may increase or reduce exposure to future contracts on indices or may entirely sell portfolio securities in order to manage the short-term volatility relative to European equities.

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 31/12/2016 - 31/12/2017
  • Rank 57/183 Total Return
  • Rank 102/183 Standard Deviation
  • Rank 88/183 Max Drawdown
Fund Name Currency Loss
86 DNCA Invest Miura B EUR

-2.2%

86 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

88 Hedge Invest Principia EUR R EUR

-2.2%

89 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

90 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

90 Kairos International Sicav - Italia P EUR

-2.3%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 6.5% 3.3% 4.4% 0.3% -1.7%
2016 -2.7% -1.0% -1.1% 1.3% -1.9%
2015 6.9% 1.1% -1.3% 1.2% 5.8%
2014 1.9% 4.8% 2.1% -6.2% 1.6%
2013 11.6% 3.4% -0.7% 4.4% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date20/11/2012
  • Share Class size80Mn
  • Base currencyEUR
  • ISIN IE00B87XFT16

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).